We are live on ! Find out more

510 hedge funds and large institutions have $5.55B invested in UGI in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 203 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $3.85M

0.44% more ownership

Funds ownership: 81.71%82.15% (+0.44%)

4% less funds holding

Funds holding: 530510 (-20)

16% less capital invested

Capital invested by funds: $6.63B → $5.55B (-$1.08B)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

26% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 203

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
510
Holders Change
-20
Holders Change %
-3.77%
% of All Funds
8.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
57
Increased
151
Reduced
203
Closed
71
Calls
$10.6M
Puts
$3.85M
Net Calls
+$6.73M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
401
Matthew Hamilton Rosenberg
$65K -$5.37K -136 -6%
DZ Bank
402
DZ Bank
Germany
$63.2K
QCG
403
Quadrant Capital Group
Ohio
$63K +$17.7K +449 +30%
BTI
404
Blue Trust Inc
Georgia
$58K +$1.26K +32 +2%
KC
405
Kepos Capital
New York
$58K +$2.92K +74 +4%
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$50K -$316 -8 -0.5%
Simplex Trading
407
Simplex Trading
Illinois
$50K +$61.8K +1,567 New
MFA
408
McClarren Financial Advisors
Pennsylvania
$50K +$62.1K +1,575 New
GWM
409
Geneos Wealth Management
Colorado
$49K -$732K -18,559 -92%
AF
410
Allworth Financial
California
$47K +$20.7K +525 +57%
VNA
411
Valley National Advisers
Pennsylvania
$40K -$9.63K -244 -17%
DA
412
Denali Advisors
California
$39K -$7.89K -200 -14%
CFGS
413
Concourse Financial Group Securities
Alabama
$37K -$5.68K -144 -11%
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$36K -$1.38K -35 -3%
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K
FHA
416
First Horizon Advisors
Tennessee
$35K -$23.7K -600 -35%
DMBA
417
Deseret Mutual Benefit Administrators
Utah
$35K -$11K -279 -20%
KFI
418
Key Financial Inc
Pennsylvania
$35K
NFSG
419
Newbridge Financial Services Group
Florida
$34K
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$30K -$4.66K -118 -11%
HI
421
Hudock Inc
Pennsylvania
$29K
NSB
422
Norway Savings Bank
Maine
$28K
ECM
423
Estabrook Capital Management
New York
$27.8K
CT
424
Caldwell Trust
Florida
$24K
HWA
425
Heritage Wealth Advisors
Virginia
$23.3K